Simplify Commodities STR K-1HARDETF
13F holders, Q4 2024 (December 31)9holders +3
4new positions
1sold out
$27.04avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Simplify Commodities STR K-1 (HARD) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Park Edge Advisors, LLC ($1.5M), Orion Porfolio Solutions, LLC ($328K) and Orion Portfolio Solutions, LLC ($328K).
- Company
- Simplify Commodities STR K-1
- CUSIP
- 82889N566
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $137K |
| Exits | 1 | $7K |
All 13F filers, Q3 2024 → Q4 2024: 8,026 shares bought and 882 shares sold, net +7,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Park Edge Advisors, LLC | 0.44% | Reduce -1.0% | 56,214 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.00% | Add +13.1% | 12,114 | $328K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +13.1% | 12,114 | $328K |
| Empowered Funds, LLC | 0.00% | New | 4,999 | $135K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 602 | $16K |
| UBS Group AG | 0.00% | Add +1210.0% | 131 | $4K |
| Simplex Trading, LLC | 0.00% | New | 63 | $1K |
| AE Wealth Management LLC | 0.00% | New | 34 | $920 |
| Morgan Stanley | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is HARD's weight in each manager's 13F, not the share of Simplify Commodities STR K-1 the manager owns.